Client administration

Client Administration controls the organization above sites. It contains the client record, defaults for new sites, client accounts, client contacts, regions, branches, branch contacts, branding, and a client-level password policy.

Administrator-level access is required to open the client editor from General Administration. Select a client in Client Scope, then choose Edit. To create a client, open the editor without an existing client selected through the client-settings action available to platform administrators.

Understand the save behavior

The footer changes with the selected tab:

• Save Client persists General, a newly uploaded Client Logo, and Password Policy.
• Save Account Settings persists only the selected client account.
• Save Client Contact persists only the selected client contact.
• Save Region Settings persists only the selected region.
• Save Branch Settings persists the selected branch and its staged branch-contact changes.
• Import tabs launch separate background import dialogs.

Switching tabs does not save pending values. Confirm the active tab and footer label before selecting Save.

Choose the correct area

• Client details, defaults, and logo
• Accounts and client contacts
• Regions, branches, and branch contacts
• Import branches and contacts
• Client password policy
• Troubleshooting

Creating a client assigns the signed-in administrator to that client. Other users are not assigned automatically.

Warning

Accounts, regions, and branches can be referenced by sites and other records. Verify dependencies before renaming or deleting hierarchy records.